Sutton Capital

Onboarding

Framework for Success

Zoom Meetings & Calendar Invites

Join Slack Channel

Dealflow Outreach Best Practices & Guidelines

Live Sessions (recorded on private Facebook group): Monday Partners Meetings & Wednesday Academic Sessions

Guest Investor (VC & Private Equity) Speaker Recordings

1-1 Coaching / Office Hours

Instructor (Roles & Resonsibilities)

Link to Deal Tool using Spinup

Questions & Support

Mobile App Access

Video: Investment Management Universe

Slides (Invesment Management Universe)

Slides (Buy Side vs. Sell Side)

The Role of Investor Relations

Reference Links

Front Office vs. Back Office Functions

Bulge Bracket Banks vs. Elite Boutiques & Middle Market

Sales and Trading at an Investment Bank

Skills Needed for Investment Banking

Video: Intro to Hedge Funds

Slides: Intro to Hedge Funds

The Different Roles at a Hedge Fund

What to Quants to at Hedge Funds

The Role of an Equity Research Analyst (Equity Research Template)

Video: Private Equity and Venture Capital Landscape

SLIDES: How Private Equity & Venture Work Together

SLIDE: VC Funding Stages

SLIDES: The Evolution of Venture Capital

Referenced Links

How to Pivot as An Experienced Professional

Venture Capital Career Pathways

Your Career Plan

Reference Links

The 3 Pillars of Private Equity

Video: Private Equity 101

Private Equity 101 Slides

Intro Guide on Private Equity Funds

Mentorship Session with a Massive PE Firm

Private Equity - Comprehensive Guide

Earnouts - And How They Work

Delisting Private Companies

Takeovers and Hostile Takeovers: How They Work

Search Funds - Overview

Search Funds vs. Traditional Private Equity

Guest Speaker - Entrepreneurship Through Acquisition

Guest Speaker - Search Fund of Funds Strategies

VIDEO: Corporate Venture Capital

Corporate Venture Capital Fundamentals & Objectives

Reference Links

Secondaries - Video Lecture

Secondary Markets, How to Start a Secondaries Business, Mechanics, etc..

VC Processes and Frameworks

VC Processes & Frameworks.pdf

Solo Capitalists and How They Are Innovating on the Venture Model

Referred: Different Types of Returns

Spreadsheet for Different Types of Returns

Video: Marketsizing & Penetration

Slides: Marketsizing & Penetration

Reference Links - data cheatsheets

Video: How to Develop an Investment Thesis

Slides: Investment Thesis

Investment Thesis Examples

How to Source Deals

Outbound vs. Inbound Dealflow

Screening Checklists for Private Equity / VC

Screening Checklist Glossary

Email Script for Sharing Dealflow with Investors or for reachout out to Founders

DEAL SHEET Template

Private Equity Deal Sheet (more granular data)

Pass Email Example

WHY VCs Don't Sign NDAs

Video

Slides: Deal End to End Case Study

Excel download

Intro to Cap Tables

Co-founders Agreement Best Practices

Video: Captables , Return Analysis, & Waterfall Analysis

Slides: Captables & Waterfall Analysis

Captable & Return Analysis Model

Additional simple captable without valuation cap

Case Studies on Different Types of Returns

Early Stage example of $500k to $3B

Video: Intro to Financial Statements

Slides: Lecture1: : Intro to Financial Statements

Excel Model: Intro to Financial Statements

VIDEO: Case Study1: Healthcare Financial Statements

SLIDES: Case Study1: Healthcare Financial Statements

EXCEL MODEL: Case Study1: Healthcare Financial Statements

VIDEO: Case Study 2: Financials Overview

Case Study 2: Financial Statements Overview

Why are Financial Metrics Important Before Investing?

Good MRR Growth Example

Revenue & Churn Analysis Model

User Retention Benchmarks

VC Scorecard method

Mobile Growth Marketing Financial Model

VIDEO: Case Study1: Statement of Cashflows vs. Cashflow Statement

Case Study1: EXCEL MODEL: Statement of Cashflows vs. Cashflow Statements

Cash Conversion Cycle (CCC)

DSI (Inventory Days), DSO (Receivables Days), DPO (Payables Days)

Excel Download Templates

How to Model a Special Purpose Vehicle

Reference Links

Video: Case Study , Part 1: Three Statement Models

Video: Case Study , Part 2: Three Statement Models

Video: Case Study , Part 3: Three Statement Models

Slides: Case Study , Part 1: Three Statement Models

Resource: Excel Three Statement Model link

Resource: Deal Exec Summary

Resource: Private Placement Memorandum

Resource: Calculator - Example of how depreciation might look for a certain asset

Video Part 1

Video Part 2

Full 3 Statement Slides

Excel Model - 3 Statement

Case Study 1: VIDEO: M&A Exit

Case Study 1: Excel: M&A Exit

Case Study 1: Slides: M&A Exit

Case Study 2: Video: waterfall & catchup model

Case Study 2: Waterfall & catch up excel model

Case Study 3: Return Analysis (Consumer Fund)

Case Study 4: VIDEO- Modeling Returning the Fund

Case Study 4: EXCEL- Modeling Returning the Fund

Case Study 5: video 1

Case Study 5 Video 2

Case Study 5: Video 3

Case Study 5 Excel Download

Case Study 5 .pdf

Case Study 5 - June 4th, 2025

Case Study 5- Video of Excel Model Calculations

Case Study#1: VIDEO: Discounted Cash Flow Case Study - Apple deck & model

Case Study#1: Excel Discounted Cash Flow Case Study - Apple deck & model

Case Study#1: Excel Download Discounted Cash Flow Case Study - Apple deck & model

Case Study #2: Private Markets Report

Case Study #2: Excel Templates

Case Study 3: FROM SCRATCH - Discounted Cashflow Part 1

Case Study 3: FROM SCRATCH - Discounted Cashflow Part 2

Case Study 3: Slides - Building a Discounted Cash Flow from Scratch

Case Study #3 - Excel Download - Building a Discounted Cash Flow from Scratch

Case Study 3: COMPLETED Excel Download

Links - Additional References

Leveraged Buyouts Basics & Financial Model Walkthrough - Video

Leveraged Buyout - Slides

Leveraged Buyout Model (download excel)

Excel Model: 2nd Leveraged Buyout Model Case Study

Video: Leveraged Buyout Model Video

Building an LBO From Scratch (VIDEO)

Building an LBO from Scratch (excel models, financial data)

VIDEO: Weighted Average Cost of Capital

Excel Model - Weighted Average Cost of Capital

WACC: Filled in template

VIDEO: Real Estate Private Equity

Excel Spreadsheet - Real Estate PE

Real Estate PE Deck / Deal

Updated Model

VIDEO M&A Transaction Part 2 - Detailed Excel Analysis & Waterfall

Slides: M&A Transaction Part 2 - Detailed Excel Analysis & Waterfall

EXCEL: M&A Transaction Financial Model - Detailed Excel Analysis & Waterfall

Video: Valuation and Ownership

EXERCISE: Modeling out the Discount vs. Valuation Cap

Slides: Valuation

Helpful links

How to determine Valuation (more kpis & metrics)

Variation in valuations that goes unexplained = AKA the Dark Matter

Valuation Methods

Video: Funding Vehicles

Slides: Funding Vehicles

Reference Links

Build Your Own Fund Model

Funding Rounds and Sizes

Video: The Evolution of Fund I to III

SLIDES: The Evolution of Venture Capital

LP who teaches Fund Modeling

How to Raise Money from LPs on Twitter

What & Why a Data Room?

Video: Data Rooms

Dataroom Checklist

Dataroom Artifacts

Video: The Tech Stacks of Venture Capital

Slides: The Tech Stack of Venture Capital

Due Diligence

Diligence

Investment Committee Process / How to Write Memos

Slides: Investment Committee Process & How to Write Memos

Template : Investment Committees

Investment Memo Templates

term sheets

Exploding Term Sheets

Legal Templates & Sample Term Sheets

Examples of SAFE & Convertible Note Templates

Accelerators & Terms

boards

The Investment Committee Template

Investment Committee: 1 (Food Tech Deal)

Investment Committee: 2 (Space Deal)

Investment Committee: 3 (Cyber Security)

Investment Committee: 4 (Fintech)

Investment Committee: 6 (Hydrogen Energy / Cleantech)

Investment Committee: 7 (B2B Saas)

Investment Committee: Space / Fintech

Late Stage Ed Tech

Investment Committee: Aviation Deep Tech Company

Quantum Computing Deal

Quantum Deal: Return Analysis

Qualified Small Business Stock (QSBS) Definition and Tax Benefits

QSBS Tax Benefits: How to Use Qualified Small-Business Stock

B2B SaaS

Healthtech

Deep Tech - Aviation

Food Tech

Deep Tech / Aviation

Healthcare Delivery Startup - Africa

Delivery Service Aggregator (B2B deal)

Nuclear Energy Deal

Fashion Tech Consumer App

Sports Betting / Fantasy Sports Startup

Enterprise Fintech Deal (Corporate Reporting/Reimbursements)

Overview of the Family Office Ecosystem

Family Offices & Fund Manager Selection

Digital Health Trends

Founders Perspectives on VCs

TVPI & MOIC

Excel Models for Performance Reporting

fund performance reporting

VC & Private Equity Career Roadmap Template

Resume & Coverletter Template

Career Titles

Goals: Self Reflection

Your VC / PE Career Toolkit

VC / Private Equity Job Tracker Spreadsheet

Practice Interview Question - Return Analysis

Good Blogs & Reading

Case Study #1: Slides and Models: Digital Health Interview Financial Model Case Study

Case Study #1: Video: Digital Health Interview Financial Modeling Case Study

Case Study #2: Quantitative Valuation - Financial Model Case Study (download the model)

Case Study #2: VIDEO: Quantitative Valuation - Financial Model Case Study

Case Study #3 : Medical Device Company Decks & Models

Case Study #3 (PART1) : VIDEO Medical Device Company Lecture

Case Study #3: Part 2: VIDEO Medical Device Company Lecture

Case Study 4: Convertible Securities & Dilution

Case Study 4: Convertible Securities & Dilution (Excel Model)

Mock interviews & resume prep / career coaching

Case Study 5 (Part 1): SAFE Edge Cases when it comes to liquidity

Case Study 5 (Part 2): SAFE Edge Cases when it comes to liquidity

EXCEL DOWNLOAD Case Study 5 (Part 2): SAFE Edge Cases when it comes to liquidity

Case Study 6: Video: ARR & Revenue Analysis

Case Study 6: Excel ARR & Revenue Analysis

The Fund Brand

The Emerging Fund Manager Universe

Institutional LP / Allocator Universe

How to Reach out to LPs

Fund Manager Career Trajectory

The Evolution of Fund I to III

Fund Manager Tools

Due Diligence Checklists / Recycling Distributions Best Practices

Fund Team Dynamics / Best Practices

Building an Institutional Investment Track Record

Typical LP Questions - to be AWARE of

Developing a Fund Strategy

Differentiating your Fund

Fund Portfolio Construction

Portfolio Construction Resources

Fund Terms Best Practices

Video: Saving Money with management Fee Offsets

Save Money on Your GP Commit with Management Fee Offsets

Friendly Terms for both Funds & LPs

Live Chat With a Multibillion Dollar Single Family Office who invests in funds

Live Video with an LP Investing in Funds

Live Video with an LP: Single Family Office in USA

Live Video with an LP: Single Family Office in the UK

Live Video with an LP: Fund of Funds

Fund Model Template

Fund Modeling (video lecture by an LP)

How LPs Conduct Due Diligence

Build vs. Buy for Fund Managers

Performance Reporting

Fund Datarooms Templates & Best Practices

LP Deck & Fundraising Templates (for educational purposes only)

Legal / Compliance Best Practices

Fund Marketing & Fundraising Best Practices

LP Update Template

Company Updates to LPs & Fund Managers

Fund Manager Demo Day

Fund Admin , Audit, and Tax Best Practices